FLC Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

FLC Capital Advisors’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Hold	3,876	–	–	0.04%	208
2026 Q1	$209K	Hold	3,876	–	–	0.04%	215
2025 Q4	$214K	Hold	3,876	–	–	0.04%	202
2025 Q3	$204K	Buy	+3,876	New	+$202K	0.04%	203
2023 Q2	–	Sell	-7,197	Closed	-$258K	–	152
2023 Q1	$258K	Buy	+7,197	New	+$336K	0.08%	135

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

FLC Capital Advisors's IAT Position: Q2 2026 in Review

FLC Capital Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 3,876 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #208.

FLC Capital Advisors first reported a position in IAT in Q1 2023 and has held it in 5 quarters since. The position peaked at $258K in Q1 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

FLC Capital Advisors held 3,876 shares of iShares US Regional Banks ETF worth $241K as of Q2 2026.
FLC Capital Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.04% of FLC Capital Advisors's portfolio in Q2 2026, its #208 holding.
FLC Capital Advisors first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 5 quarters since.
FLC Capital Advisors's iShares US Regional Banks ETF position peaked at $258K in Q1 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.